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Robert N. Shapiro’s American Electric Power AEP Stock Holding History

Robert N. Shapiro’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$384K Sell
6,331
-750
-11% -$42.9K 0.08% 207
2014
Q3 		$369K Buy
7,081
+753
+12% +$39.8K 0.07% 209
2014
Q2 		$353K Sell
6,328
-150
-2% -$7.91K 0.07% 215
2014
Q1 		$327K Buy
6,478
+42
+0.7% +$2.04K 0.06% 216
2013
Q4 		$301K Hold
6,436
– – 0.05% 223
2013
Q3 		$280K Buy
6,436
+832
+15% +$37K 0.05% 229
2013
Q2 		$251K Buy
+5,604
New +$269K 0.05% 237

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Robert N. Shapiro's AEP Position: Q4 2014 in Review

Robert N. Shapiro reduced its American Electric Power (AEP) stake by 11% in Q4 2014, selling an estimated $42.9K and leaving 6,331 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #207.

Robert N. Shapiro first reported a position in AEP in Q2 2013 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold AEP as of Q4 2014.

  • Robert N. Shapiro held 6,331 shares of American Electric Power worth $384K as of Q4 2014.
  • Robert N. Shapiro sold 750 American Electric Power shares in Q4 2014, an estimated $42.9K.
  • American Electric Power made up 0.08% of Robert N. Shapiro's portfolio in Q4 2014, its #207 holding.
  • Robert N. Shapiro first reported a position in American Electric Power in Q2 2013 and has held it in 7 quarters since.
  • 776 funds tracked by Wall St. Rank held American Electric Power as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.